Posts Tagged: Dynamics 365 CE / CRM — Page 2
Setting Up Table Relationship in Dynamics 365 CE/CRM
UG Expert and Microsoft MVP, Heidi Neuhauser, reviews the relationships between tables in Dynamics 365 CE/CRM, focusing specifically on 1:N relationships.
January 20, 2026
Where AI Turns Revenue from Reactive to Predictable in Dynamics 365 Sales
Scott LeFante explains how AI in Dynamics 365 Sales enhances decision-making across acquisition, deal execution, and customer growth.
January 16, 2026
Frustrations with Dynamics 365 Contact Center Deployments
Promoting Dynamics 365 Contact Center work from Sandbox to UAT can feel like a rebuild because key channel assets are environment-bound and don’t move cleanly in solutions. Here’s what commonly breaks, why it differs from typical Dynamics ALM, and practical ways teams reduce chaos.
January 14, 2026
Tip for CRM Users: How to Load the ‘Switch to Classic’ Button
If the Switch to Classic button in Dynamics 365 CRM is taking too long to load, try this quick tip.
January 8, 2026
How to Create, Configure the Opportunity Research Agent in Dynamics 365 Sales
UG Expert and Microsoft MVP Heidi Neuhauser explains how to create and set up the Opportunity Research Agent in Dynamics 365 Sales.
December 16, 2025
How the Dynamics 365 Contact Center Is Transforming Customer Engagement
The Dynamics 365 Contact Center is applying AI to transform contact centers to be a powerful source of customer intelligence.
December 10, 2025
Setup & Configure the Sales Qualification Agent in Dynamics 365 Sales
UG Expert Heidi Neuhauser dives into the Sales Qualification Agent and how users can configure various settings to optimize agent use.
December 8, 2025
The Role of Sales Literature in Dynamics 365 Sales
UG Expert and Microsoft MVP, Heidi Neuhauser, reviews the role of sales literature in Dynamics 365 Sales, covering what can be done with it.
December 4, 2025
Copilot for Sales 101: What To Know About AI-Powered Selling
Scott LeFante explains what Microsoft Copilot for Sales does, how it differs from Copilot in Sales, and where it truly saves time without risking trust or data.
November 13, 2025
XRMToolBox: How to Connect an Environment
Heidi Neuhauser reviews the XRMToolBox, a free resource for CRM users, and explains how to connect an environment.
November 10, 2025
Microsoft’s Alan Ross on Power of Agents in D365 Customer Experience
The Dynamics 365 Customer Experience Product Roadmap session, led by Microsoft's Alan Ross, introduced many new agents to the platform.
October 22, 2025
Summit NA 2025 Keynote Introduces Learners Platform, Microsoft Leaders Share Impacts of AI on Business Solutions
The 2025 Keynote Program at Summit NA featured Microsoft leaders discussing AI's implications across the app stack and the new Learners platform was announced.
October 20, 2025
Summit NA Preview: A Beginner’s Guide to Power Automate for CRM Systems
UG Expert Heidi Neuhauser shares a preview of her upcoming session at Community Summit, guiding beginner CRM users through Power Automate.
October 16, 2025
How to Setup a 30-Day Free Trial for Dynamics 365
Heidi Neuhauser walks users through the setup of a free, 30-day trial for Dynamics 365, including Sales, Customer Service, Field Service, Business Central, and Customer Insights.
October 14, 2025
MVP Insights: Marko Totovic on the Business Impact of Agents
Microsoft MVP Marko Totovic talks about how agents and Copilot Studio have increased efficiency for businesses.
October 13, 2025
How DQ Global Intends to Spread Brand Awareness Through Arcade Booth at Summit NA
DQ Global's Conor Doyle explains why the company decided to sponsor the Arcade booth at Summit NA 2025 and how it aligns with the company's goals at the event.
October 10, 2025
Copilot for Service: The Practical Features Your Sales Agents Will Actually Use
Copilot for Service can help with a variety of tasks for CRM users, especially with agents in Outlook and Teams.
October 9, 2025
MVP Insights: Ashley Steiner on Career Journey, CRM Involvement
Microsoft MVP Ashley Steiner shares insights from her career journey, involvement as an MVP, and her Summit NA sessions.
October 8, 2025
Copilot for Sales: The Key Features You Need to Know
This post introduces Microsoft Copilot for Sales and highlights its key features, showing how it extends Dynamics 365 Sales into Outlook and Teams.
October 3, 2025
Understanding the Difference Between ‘Copilot for’ and ‘Copilot in’ Sales and Service
With Copilot and Dynamics 365 Sales and Customer Service, grammar really does matter. Mix up one little preposition and you’re…
September 30, 2025
